Client Success Champion

3 weeks ago


Irvine, California, United States Alleviate Financial Solutions Full time
Job Summary:

As a Client Success Champion at Alleviate Financial Solutions, you will be the friendly face behind every success story. You will be the magician who turns challenges into victories and the ultimate cheerleader for our clients' triumphs.

Key Responsibilities:

• Communicate with clients to understand their needs and explain product value
• Act as a liaison between the client and departments within the organization to convey information, ensure understanding, and make certain all steps in the client journey are completed in an accurate & timely manner
• Manage a high volume of outbound and inbound calls
• Keep accurate records of all activity on the file to ensure accuracy and completeness of the file
• Keep clients satisfied and deliver an exceptional customer service experience on a day to day
• Monitor client's tasks, accounts, savings, program terms to explain costs and negotiate new terms if necessary
• Schedule and meet client appointments and deadlines
• Provide progress reports to clients and upper management
• Make the client aware of other services and actions that may lead to greater success
• Build and maintain relationships based on trust, empathy, support, respect, and guidance towards the consumer
• Maintain a positive attitude and tone at all times
• Maintain strong client retention
• Resolve complaints and prevent additional issues by improving processes
• Provide high quality, personable, friendly and professional service at all times

Requirements:

• High School Diploma or GED required
• Minimum 1 year of customer service preferred
• Adaptability and problem-solving skills
• Ability to build rapport
• Excellent customer service skills; strong phone etiquette with active listening skills
• Clear & concise communication skills
• Proactive approach to client stated and unstated needs
• Effective time management, prioritization and multitasking skills
• Patience, empathy and professionalism
• Strong attention to detail
• Ability to work under pressure and manage high stress level situations
• Ability to maintain control of escalations
• Ability to develop Product knowledge, to ensure our clients are adequately educated

What We Offer:

• Health, dental, and vision benefits available after 30 days of employment
• Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more
• 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
• Paid holidays
• 401(k) that can be elected from day 1 of employment
• The opportunity to work alongside an incredible group of people who are all driven to help others

Equal Employment Opportunity:

Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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